Communication Preferences Guide

Complexity	Intermediate
EMS Compatible
iMIS 2017 Compatible
Actions	Insert, Insert with Matching, Update, Insert/Update

Overview

By using the Communication Preferences source within iDMS, you will have access to opt people in or out of different options.

SOURCES | CONTACT DETAILS iMIS ID - The iMIS ID of whose communication preferences are being set. Alternatively, matching on multiple fields, such as email and last name, will also work. These fields can be found under the Contact Details Source.

View Contact Details Source

All fields under Communication Preferences Source are optional. These are the Communication Preferences found in iMIS. Each iMIS instance will have their own unique Communication Preferences.

Find Communication Preferences in iMIS

Navigate to Settings > Contacts > Communication Preferences

To opt someone into a certain communication preference, use one of the following: Yes/1/True

To opt someone out of a communication preference, use one of the following: No/0/False

An example of a spreadsheet for Importing Communication Preferences